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Portfolio (Quarterly) Guide ↗

Versant Capital Management, Inc

· CIK 0001735057
13F Portfolio $1.1B AUM 2,745 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 104 New 1150 Added 834 Reduced 135 Exited
Page 22 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SIRIUSPOINT LTD COM 2,563.0 $62K 0.01% -41.0 -1.6% $24.00
422 RLJ RLJ LODGING TR COM Real Estate 5,190.0 $62K 0.01% -418.0 -7.5% $11.85 -3.0%
423 CPRI MICHAEL KORS HOLDINGS LTD Consumer Cyclical 3,280.0 $61K 0.01% -31.0 -0.9% $18.57 -26.5%
424 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 381.0 $60K 0.01% -657.0 -63.3% $158.66 +10.1%
425 FDS FACTSET RESEARCH SYS INC Financial Services 262.0 $60K 0.01% -258.0 -49.6% $230.08 +30.4%
426 SIG SIGNET GROUP NEW ADR F SPONSORED ADR Consumer Cyclical 699.0 $60K 0.01% -16.0 -2.2% $86.20 -5.6%
427 EMN EASTMAN CHEM CO COM Basic Materials 877.0 $59K 0.01% -6.0 -0.7% $66.98 +10.6%
428 CERT CERTARA INC COM Healthcare 8,965.0 $59K 0.01% -10K -52.1% $6.55 +28.7%
429 ALKT ALKAMI TECHNOLOGY INC COM Technology 3,238.0 $59K 0.01% -1K -29.8% $18.12 +12.5%
430 XP XP INC CL A Financial Services 3,559.0 $58K 0.01% -2K -31.9% $16.26 +3.4%
431 TDG TRANSDIGM GROUP INC COM DELAWARE Industrials 43.0 $57K 0.01% -32.0 -42.7% $1332.05 -9.9%
432 PLUS EPLUS INC Technology 682.0 $57K 0.01% -6.0 -0.9% $83.23 +4.3%
433 ROP ROPER INDUSTRIES INC Industrials 166.0 $56K 0.01% -142.0 -46.1% $338.39 +21.7%
434 HUBS HUBSPOT INC COM Technology 307.0 $56K 0.01% -413.0 -57.4% $182.51 +31.5%
435 AES AES CORP Utilities 3,782.0 $55K 0.01% -693.0 -15.5% $14.66 +0.8%
436 XNCR XENCOR INC COM Healthcare 3,440.0 $55K 0.01% -216.0 -5.9% $16.10 +72.7%
437 LAND GLADSTONE LD CORP COM Real Estate 6,484.0 $55K 0.01% -3K -32.0% $8.53 +1.4%
438 HUDSON PACIFIC PROPERTIES INC COM 3,623.0 $55K 0.01% -205.0 -5.4% $15.19
439 WFRD WEATHERFORD INTL PLC ORD SHS Energy 675.0 $55K 0.01% -121.0 -15.2% $81.50 +11.1%
440 ANIK ANIKA THERAPEUTICS INC COM Healthcare 3,733.0 $55K 0.01% -123.0 -3.2% $14.63 +48.9%
Page 22 of 42  ·  834 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.3%
Financial Services 17.4%
Industrials 10.5%
Healthcare 8.5%
Consumer Cyclical 8.4%
Communication Services 4.3%
Energy 3.8%
Consumer Defensive 3.7%
Real Estate 2.7%
Utilities 2.7%